Keep your finances simple
so your life without kids
can be amazing.

FEATURED IN

Here's what you get when you work
with Childfree Wealth®

01.

1:1 Guidance and Dedicated Support

Benefit from the expertise of the entire Childfree Wealth® team, led by your personal Childfree Wealth Specialist®. When outside experts are needed, we'll recommend and coordinate discussions with experts such as attorneys and CPAs.

02. 

Comprehensive Life and Financial Planning

Receive ongoing, comprehensive planning tailored to your unique circumstances and goals.

03. 

Investment Advice and Investment Management

You can choose to manage your own investments with our guidance or you can have us do it for you at no additional cost. Your investments will be securely held at Altruist and/or Schwab, our trusted custodians.

04. 

Cash Flow Planning

Gain clarity and control over your spending with simple, easy to understand budgets.

05. 

Estate Planning

Ensure your wishes are understood as we review & help you understand what your estate planning means.

06. 

Tax Planning

Navigate the complexities of tax planning with confidence, optimizing your financial strategies to minimize liabilities.

07. 

Insurance Planning

Protect yourself and your loved ones with tailored insurance planning solutions.

08. 

Elderly Care Planning

Plan for your future as well as the needs of your elderly family, addressing the unique challenges of elderly care with sensitivity and expertise.

What Our Clients Are Saying

Jay Zigmont- You are awesome!  Congratulations!  For those interested, I can personally attest to the fact that he's a fantastic financial planner and brought up things I never thought about.  We didn't "fit" in other financial advisors molds but with Jay it's perfect!
Angela Hacker-Keene

Meet Our Childfree Wealth Specialists®

Bri Conn

Investment Advisor Representative

Chief Experience Officer & Childfree Wealth Specialist®
I grew up hearing family members talk about money constantly. I’d be told I needed to create a budget or should only purchase things in cash. Principles that although good, left me confused and defeated.  I'm the co-host of the Childfree Wealth® podcast.  

When I'm not working, you can find me hiking, running, or doing generally anything else that involves being outside. My core values are community, education, social participation, & sustainability.

Meet Our Childfree Wealth Specialists®

Dr. Jay Zigmont

PhD, MBA, CFP®

Founder of Childfree Wealth®. Childfree Wealth Specialist®
I’ve been a life and business coach for over a decade. I have a PhD in Adult Learning from the University of Connecticut, an MBA from SCSU. I am the founder of Childfree Wealth, a CERTIFIED FINANCIAL PLANNER™ and a Childfree Wealth Specialist®. I’m also the author of the book Portraits of Childfree Wealth and the co-host of the Childfree Wealth® podcast. My wife and I are Childfree.

In 2023, Dr Jay was recognized as a "Rising Star" by FinancialPlanning.

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